RaleighRecruiter Since 2001
the smart solution for Raleigh jobs

Wealth Management Associate

Company: Fidelity Investments
Location: Wake Forest
Posted on: May 15, 2022

Job Description:

Job Description:High Net Worth RepresentativeThe Purpose of Your RoleAs a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.The Value You Deliver

  • Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
  • Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requestsThe Expertise We're Looking For
    • Series 7 required
    • Series 63 preferred (paid training & support provided)
    • 2-3 years of previous experience working in the financial services industry
    • Strong technological savvy and comfort with learning how to use new toolsThe Skills You Bring
      • You have a broad-based knowledge and understanding of general financial planning concepts
      • Proven customer service, client support and problem resolution skills
      • Ability to effectively influence others and use consultative skills to enrich the customer experienceOur Investments in YouFidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.COVID work policySafety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.Learn More: Dynamic WorkingCertifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
        Company Overview
        Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
        Join Us
        At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
        As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."
        We invite you to Find Your Fidelity at fidelitycareers.com.
        Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
        Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
        We welcome those with experience in jobs such as Online Merchant, Department Supervisor, and Sales Supervisor and others in the Retail to apply.

Keywords: Fidelity Investments, Raleigh , Wealth Management Associate, Executive , Wake Forest, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Raleigh RSS job feeds